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📅 20260723 推文存档
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@xiaomustock
2026-07-23 22:48:01
抄谷歌赌财报结果跌成麻瓜，按照梁总的卡10个月回本周期，谷歌的定价更贵云厂投入回本不成问题。存储反弹起来的时候把其他的清了留了韩股sk结果最垃圾。其他的存储天天涨。美光和sndk卖掉的钱买的谷歌🌚 太几把脸黑了我日呐
2026-07-23 21:33:32
最近亏的也不想说话了， 早晨看完梁文锋的这个总结觉得有意思的点划了一下。做个记录。
@elonmusk
2026-07-23 21:48:45
RT by @elonmusk: This was 13yr ago now. The parents of 9yr old Aaron Dugmore found him dead by suicide in his bedroom after constant bullying for being white by "Asian" bullies in Birmingham. His family say that Aaron was threatened with a plastic knife by one "asian" pupil - who warned him: "Next time it will be a real one," Whites are a minority in Birmingham, England's second largest city. This is the future for all if not reversed.
2026-07-23 17:09:38
RT by @elonmusk: Beaucoup disent en off que le système globaliste est vraiment à deux doigts de tomber. Même eux savent que c'est bientôt la fin. Ils ont tout le monde contre eux : – les peuples ; – les vrais entrepreneurs, ceux qui créent de la valeur nette ; – les chiffres l’Argentine les dérange profondément ; – la perte du contrôle du discours et du narratif, qui érode encore davantage leur emprise. Bref, je n’ai jamais été aussi optimiste pour l’avenir de l’Europe et de l’Occident. Nous allons vivre une renaissance exceptionnelle de la civilisation occidentale.
2026-07-23 13:57:19
Cool
2026-07-23 13:56:44
Grok Build gets better every day http://X.ai/cli
2026-07-23 13:50:02
Grok 4.5 is not quite as good as Fable, but it is very fast, cost-effective and gets the job done
2026-07-23 13:38:54
Grok 4.5 just solved a graph theory conjecture that has been open for ~30 years
2026-07-23 12:35:41
RT by @elonmusk: Using FSD is far safer than driving manually, as measured over 12 billion miles of its use. Safer by a margin of 2x the miles between collisions! It can do so, because, FSD is trained on corner cases extracted from more than a 1000 lifetimes of driving. It has learnt to accurately predict the probability of collision even for crazy cases such others running red lights, swerving into us, kids running into roads and such. Do watch the full video for some highlights. A no-brainer way to significantly improve your and your family's safety is to get a Tesla with FSD. It also completely takes the stress out of driving. Not saying this just because I work at Tesla, rather that it's genuinely a great product already and is continuing to get even better.
2026-07-23 09:49:36
RT by @elonmusk: The colors tonight took my breath away. The fully stacked Starship sits bathed in the light from its last sunset on Earth. T- 21 hours until the launch window opens.
2026-07-23 08:28:40
RT by @elonmusk: FSD Supervised helps save lives
2026-07-23 07:31:49
2026-07-23 06:25:36
RT by @elonmusk: I can't believe I'm still using Grok 4.5 (medium) as my daily. It's such a good default
2026-07-23 06:18:49
RT by @elonmusk: 0 notable incidents across over 380,000 miles traveled by Robotaxi
2026-07-23 05:58:25
2026-07-23 05:53:46
2026-07-23 05:52:42
2026-07-23 04:13:47
2026-07-23 03:51:08
RT by @elonmusk: This is how the durable medical equipment (DME) fraud scam works: - Operate around adult daycares - Provide “equipment” for ghost clients (wheelchairs, knee braces, etc) - Easier to open than a bank account - Bill Medicare for millions EXPOSE IT ALL.
2026-07-23 03:18:00
RT by @elonmusk: The European Commission rejected the registration of the @SaveEuropeAct. They claim it’s “racist” and goes against “European values” to want to keep Europe, European. We’re not accepting the madness anymore. Europe belongs to us. See you in court.
2026-07-23 03:09:52
2026-07-23 01:38:29
2026-07-23 00:12:21
@dianzhuXS
2026-07-23 19:25:18
x.com/i/spaces/1vKpPPAEZWkKE
2026-07-23 18:40:41
Substack 同步「冷不防」 https://x.com/i/spaces/1vKpPPAEZWkKE
2026-07-23 07:12:15
2026-07-23 06:03:22
@aleabitoreddit
2026-07-23 12:49:37
$INTC and $AMD to sign CPU LTAs with Chinese customers for AI DCs (Reuters). - Prices of some CPU products have risen more than 40% in China since the start of the year from sources. - Month-on-month increases topping 10% for some products CPUs were already a bottleneck, following CPU ratios due to AI inference... But the broader trend of LTAs seems to be appearing from: - Memory, with $MU, Samsung, $SNDK, and SK Hynix signing DRAM/NAND LTAs. - Photonics, with $LITE, $COHR signing EML LTAs. And recent Trendforce reports that $AMD and hyperscalers are now pursuing CW LTAs. And I'm sure there's many more from MLCCs to all the way to substrates. +1 for the bottleneck investors... hard to be a "bubble that pops" if you have take or pay demand spanning multiple years.
2026-07-23 12:35:37
Just some notes from $TSLA transcripts: Elon Musk: "I think Optimus will be the biggest product ever" from Q2 earnings transcripts. Even from Q1, Elon Stated: "I think Optimus will be our biggest product. Not just Tesla's biggest product ever, but probably the biggest product ever. And I remain convinced of that conclusion". It's very rare to see such high conviction reiterated from Elon regarding humanoids both directionally and TAM-wise. In terms of upstream suppliers opportunities, Karn Budhiraj, VP of $TSLA supply chains stated: "We’re seeing the same level of investment going to memory and also new specific items like metal injection molded parts, flexible printed circuits, and all sorts of nonlinear technologies..." And that they had to build new supply chains from scratch. So would be interesting to look at for new supply chain supplier opportunities apart from the known ones. Just pulled older slides and it looks like capacity targets for Fremont are 1M and Giga Texas was 10M, so at scale, $TSLA seems to be the clear US leader. If you're looking at that S-Curve opportunity ramp. On a side note, Elon also gave a shoutout to $MU with likely reasonably priced LTAs, given his statement: "We really appreciate Micron making room for Tesla in the years to come and giving us actually a very significant allocation on reasonable terms given the pretty insane pricing of memory these days." (Just for structural memory demand). Elon also gave a shoutout to Panasonic which had invested many billions in increasing battery cell production (will need to do deeper DD into Panasonic after this), then Samsung and $TSM. Just takeaways from Tesla earnings TLDR: Elon tends to be directionally correct on where the future is heading, such as with EV or Space. He seems extremely bullish on humanoids.
2026-07-23 05:02:27
2026-07-23 04:45:31
2026-07-23 04:27:50
@JonathanDi3614
2026-07-23 12:17:55
这种走法，还没到转强的地步。 止盈观察下午位置 所以继续安静，别急着冲。现在要看的就两个可能：红柱变绿柱，还是短红柱拉成长红柱？答案还没出来。 这个阶段只适合T+0，开新仓务必谨慎。如果继续往下，那后面还得更小心。
生成时间：2026-08-04T08:16:02.312Z